Enable OPPORTUNITY Custom Fields to be used in Automations (Triggers, Actions and Conditions) and email templates
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Damian Surr
Customer custom fields are great, but the only allow one 'thing' (event/sale/service) to be automated at a time.
What happens when a customer has 2 or 3 events/services open at the same time?
If custom dates and fields within OPPORTUNITIES could trigger automations, be used in If/Else conditions and in email content, then multiple events/sales/services can be automated at the same time.
This is how Active Campaign works, and I'm lost without it.
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Josh Hanson
We really need this.
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Kat Milner
Yes, this would be super helpful!
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WebMyMoney Administrator
This is really needed!
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John Demitri
I think you can do what you are asking if you go into business settings and allow duplicate opportunities. Then in your workflow you just need to filter on the specific opportunity
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Damian Surr
John Demitri: Thanks for responding, John.
That will enable multiple opportunities, but that's not the issue that I'm having.
I already have multiple opportunities, and want to be able to use specific opportunities within specific workflows.
That would be possible if, for example, Opportunity Customer Date Fields could be used to differentiate based on dates entered in those fields.
Unfortunately, that's not possible at the moment.
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Damian Surr
Agreed.
This is a big problem for me, and means that I can't update opportunities in workflows, because there no way of knowing that the correct opportunity is updated.
EVEN IF an Opportunity TRIGGERS a workflow, running an Update Opportunity in that workflow DOES NOT update the same opportunity! It updates the 'most recent' opportunity, which may or may not be the correct one.
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Billy Edmunds
Damian Surr: We have the same issue. There needs to be a 'find opportunity' the same way that you can find a contact so that the correct opportunity can be filtered out. I know GHL takes the MVP approach, but I wish that making fully functional opportunities was priority #1 right now as it's by far the most important feature. You can do without better chat bots and prettier form builders, but opportunities are the lifeline of the business.
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Damian Surr
Billy Edmunds: It's certainly the biggest issue for me and my sector at the moment.
Puru Bansal
We are working on enabling Opportunities Custom Fields triggers and Action in Workflows and you should start seeing releases around the same by the coming quarters
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Keith Besherse
Thank you very much Puru Bansal:
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Kris Zizzo
Puru Bansal was this update ever resolved? I still don't see opportunity fields given the same flexibility as contact fields.